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Yesterday, Ziguang Guowei released a semi-annual report. According to the report, in the first half of 2018, Ziguang Guowei achieved operating income of RMB 1.053,106,700, an increase of 31.55% over the same period of the previous year. The net profit attributable to shareholders of the listed company was 119,735,600 yuan, a decrease of 3.03% from the same period last year.
Ziguang Guowei estimates that the net profit attributable to shareholders of listed companies from January to September 2018 will be 256 million to 320 million, a year-on-year increase of 20.00% to 50.00%.
In addition, Ziguang Guowei recently won the bid for the "Chip-based IoT Security Certification Service Platform Procurement Project (Wafer Part)" and "eSIM Wafer Procurement Project" of China Mobile Internet of Things, becoming a China Mobile Internet of Things security First place in the centralized procurement of chips and the only candidate for centralized procurement of eSIM wafers.
China Mobile Internet of Things purchases 20 million security chips, 40 million consumer-grade eSIM wafers, and 10 million industrial-grade eSIM wafers. This is the largest number of bids in China and the world so far.
Integrated Circuit Business
Ziguang Guowei said that in the first half of 2018, the company's integrated circuit business continued to maintain rapid development. Driven by the growth in operating income of smart security chips and memory chips, the overall operating income scale achieved rapid growth, and the industry's position was further strengthened.
Smart Security Chip Business
In the first half of 2018, Ziguang Guowei's smart security chip business continued the rapid growth of last year, with product sales and sales increasing significantly year-on-year, and operating income exceeded 400 million yuan. During the reporting period, a number of advanced technology products were mass-produced, and the overall competitiveness was further enhanced. In addition, the company has further improved the radio frequency technology, security algorithm and security attack technology of the security chip.
1. Smart card security chip
In the first half of 2018, Ziguang Guowei Telecom's SIM card chip successfully completed the replacement of new and old technology products, further enhancing product competitiveness, and maintaining a steady growth in global market share. Relying on the advantages of rich products and extensive customer resources, it continues to maintain its leading position in the low-end card market.
High-end card chips have performed steadily in the Southeast Asian market, and have further opened up market segments with new products. In addition, Ziguang Guowei relies on its product technology advantages to make efforts in the domestic mobile Internet of Things market, and its market share is leading domestically, which has become an important performance growth point.
2. Smart terminal security chip
During the reporting period, Ziguang Guowei accounted for a major share in the traditional POS security module market, and the sales of new mPOS master chips also increased rapidly. The company's non-contact reader chip products still maintain a leading position in the second-generation card reader chip market, have stable shipments, and gradually expand their share in the financial POS field. In addition, the company is actively deploying security biometrics, security Internet of Things and other fields, continuously expanding innovative cooperation businesses, and making every effort to promote high-performance security chips to become a new growth point for the smart terminal chip business.
Special integrated circuit business
The main products of Ziguang Guowei's special integrated circuit business include: microprocessors, memories, programmable devices, buses, interface drivers, power management and customized chips. During the reporting period, the business as a whole maintained stable development, the market development work progressed smoothly, and the number of major customers and contract volume both achieved rapid growth.
Programmable system integration chip (SoPC) products have been supplied in batches, and new generation products are also under continuous development and promotion; high-performance power supply products continue to introduce new varieties, gradually realize localized substitution, and the application field continues to expand; 3D package integrated memory Among the products, the promotion effect of SDR products is good, and other products are also under development. The continuous launch of the above-mentioned new products provides a guarantee for the sustained and healthy development of the business.
Memory chip business
During the reporting period, the industry's prosperity continued, and Unimicro’s DRAM memory chip and memory module series products continued to be shipped steadily in servers, personal computers, set-top boxes, televisions, etc., maintaining the leading position of domestic DRAM memory suppliers. In addition, products with embedded ECC DRAM memory have achieved stable batch supply in the fields of industrial control, power, security, communications, and automotive electronics that require safety and high reliability.
The development of products such as DDR4 and LPDDR4 newly developed by Ziguang Guowei is progressing smoothly, and the quality certification and optimization design are steadily advancing. The core customer needs of the ASIC design and testing service business are stable. The company actively expands its internal customers, and its business scale has grown rapidly.
Reconfigurable system chip business
During the reporting period, Ziguang Guowei continued to optimize and improve the Titan series programmable system chip (FPGA) PGT180H chip, while continuing to enrich its product line and increase market promotion, focusing on developing customers in the fields of communications, industrial control, audio and video. The newly launched Logos series PGL22G chip is for industrial control, communication and other application fields. The customer trial situation is good, and the order has been sold.
The PGC2400G, the first chip of the Compact series of CPLD products, has been developed and taped out. Engineering samples are expected to be provided to the market in the third quarter. In addition, the company continues to promote the research and development of a new generation of Titan2 series programmable system chips, and has achieved breakthroughs in most of the key technologies, striving to launch products as soon as possible.
Semiconductor power device business
Ziguang Guowei's semiconductor power device products mainly include advanced semiconductor power devices such as high-voltage super-junction MOSFET, IGBT, IGTO, and related power management integrated circuits. The new generation of high-voltage super-junction MOSFET has the advantages of low on-resistance and low switching loss, and can be widely used in new lighting applications and various power supplies, adapters and chargers, etc., and is in a leading position in China.
During the reporting period, the development and customer certification of a number of super junction MOSFETs and medium and low voltage MOSFETs were completed, laying a good foundation for further expansion of new business in the future.
Crystal business
The main products of Ziguangguo's microcrystal business include quartz crystal components and sapphire substrate materials. During the reporting period, affected by the expansion and release of the domestic piezoelectric crystal industry, the supply of SMD3225 products has exceeded demand, competition has intensified, and product prices have fallen. In addition, international trade frictions have also adversely affected the export of quartz crystal products.
Ziguang Guowei has increased the development of new products such as the voltage-controlled frequency module (FCXO) for autonomous driving, OCXO1409 high-stability products for 5G communication, and VCXO3225 for 5G terminals, and actively explores 5G mobile communication, automotive electronics, industrial control, smart meters, etc. In new market areas, strengthen the group's internal cooperation (collaboration) and external OEM cooperation to promote the healthy development of the business.
Zhao Weiguo beats Qualcomm
Also yesterday, at the first China International Intelligent Industry Expo, Ziguang Group Chairman Zhao Weiguo fired on Qualcomm. In a 1-minute speech video, Zhao Weiguo said:
“Tsinghua Unigroup’s revenue last year was about 60 billion yuan, and R&D investment was 20 billion yuan, and this year it will be around 20 billion yuan. From the perspective of R&D as a percentage of revenue, we are the company with the highest proportion in China. But anyway, Grit your teeth and move forward.
Qualcomm doesn't like it. Qualcomm has established a joint venture company Lengsheng in China. Our chips are aimed at mobile phones of 50 to 100 US dollars. The Lengsheng established by Qualcomm specializes in making 100 US dollars mobile phones. The situation in China is very complicated. You established Lengsheng, and industry factors have become more complicated, and have also affected Qualcomm's acquisition of NXP. I think foreign companies should be more foresighted and give Chinese companies a bite to eat. "
It seems that Zhao Weiguo was very polite this time when he attacked Qualcomm, even with the meaning of "begging for mercy", "giving Chinese companies a bite to eat". We must know that when Ling Shenggang was formed more than a year ago, Zhao Weiguo scolded as ugly as it was. I don’t know if the scolding was too loud and reached the ears of the government decision-makers. Lingsheng has not been released by the regulatory authorities, so it has not started any substantive business. It was not until May this year that there were reports that the establishment of Lengsheng had been approved and officially started operations.
So, with this statement, Zhao Weiguo has been softened? not necessarily. The answer lies in the details of this passage. It can be interpreted from several aspects:
First, Qualcomm formed Lingsheng, is it rushing to Ziguang Zhanjiang? This is very debatable.
Qualcomm’s competitors, one is MediaTek in Taiwan Province, which is a headache for Qualcomm in the mid-range market and even threatens the high-end market;
The second is customers, mobile phone giants such as Huawei, Samsung, and Apple all have self-developed processors or related plans, thereby reducing purchases;
The third is the industry trend. After the mobile phone manufacturers have reshuffled, the Matthew effect has become prominent, and the bargaining power of Qualcomm has become stronger. Ziguang Zhanrui is mainly engaged in the low-end market, which has no impact on Qualcomm's performance. It may be that Qualcomm took a small amount of money to curb potential competitors, or it may be that Zhanrui's marketing is too good.
Second, is there an inevitable logical relationship between the establishment of Lingsheng and the failure of Qualcomm to acquire NXP?
Qualcomm's acquisition of NXP is a $40 billion business, which may cause industry monopoly risks and adversely affect the development of China's chip industry. Qualcomm has just given out more than $100 million to form Lengsheng, which can have an impact. Said trivial. Qualcomm’s failure to acquire NXP does have complicated factors. The ZTE ban incident and the economic and trade environment during this period are all understood, but the relationship with Lengsheng is really small.
Third, if the logic is unreasonable, it is more likely to be a blatant threat to Qualcomm.
Some things needless to say are very clear. Tsinghua Unigroup can easily sign hundreds of billions of investments in local provinces and regions. Obviously, it has strong resources in China, which is a great deterrent to the US technology giant Qualcomm, which is currently embarrassed in China. If you don't make me feel better, I have the ability to make you feel better.
Speaking of this, it is not competition in a market sense. Ziguang Zhanrui wants to be bigger and stronger, rich people have policy support, and the leaders' ambitions, these are enough, it is not guilty to bring Qualcomm out to talk about the matter. It is better to speak with products. Qualcomm's 5G processors have reached commercial standards. This is where Ziguang Zhanrui needs to catch up.
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